# Brookfield Returns

NYSE: BN · Reporting currency: USD

[Interactive page](https://beanvest.com/stock/bn/returns) · [JSON with these options](https://beanvest.com/stock/bn/returns.json?range=5Y&deductSbc=false&limit=200&offset=0&frequency=quarterly&wacc=7.7) · [Raw filing inputs](https://beanvest.com/api/v2/financials/bn)

Frequency: quarterly. Newest first. Retrieved: 2026-09-28T16:58:47.934Z.
Coverage: 2018-06-30 to 2026-06-30. Rows 1–9 of 9.
Snapshot checked: 2026-10-18T16:48:35.628Z. Last validated: 2026-10-18T16:48:35.628Z.

## Definitions

- **ROIC** (`roic`, percent): NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- **ROCE** (`roce`, percent): Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- **ROIIC** (`roiic`, percent): Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- **ROE** (`roe`, percent): Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- **ROA** (`roa`, percent): Net income / average total assets × 100, using period end and one year earlier.
- **ROIC − WACC** (`roic_wacc`, percentage_points): ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.

## Values

| Period | End date | ROIC (percent) | ROCE (percent) | ROIIC (percent) | ROE (percent) | ROA (percent) | ROIC − WACC (percentage_points) |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 2026-Q2 | 2026-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |
| 2025-Q2 | 2025-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | 0.16763306497425706 | Unavailable |
| 2024-Q2 | 2024-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | 0.2236456320383821 | Unavailable |
| 2023-Q2 | 2023-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | 0.0704 | Unavailable |
| 2022-Q2 | 2022-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | 1.0153951671499692 | Unavailable |
| 2021-Q2 | 2021-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | 0.8611106103489511 | Unavailable |
| 2020-Q2 | 2020-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | 0.28004001519648425 | Unavailable |
| 2019-Q2 | 2019-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | 1.2609576852095965 | Unavailable |
| 2018-Q2 | 2018-06-30 | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable | Unavailable |

## Unavailable values

- roic: A complete trailing 12-month reporting basis is unavailable.
- roce: A complete trailing 12-month reporting basis is unavailable.
- roiic: A complete trailing 12-month reporting basis is unavailable.
- roe: A complete trailing 12-month reporting basis is unavailable.
- roa: A complete trailing 12-month reporting basis is unavailable.
- roic_wacc: A complete trailing 12-month reporting basis is unavailable.
- roic: Reported borrowing balances are unavailable in the extracted statements for this period.
- roce: Operating income is unavailable in the extracted statements for this period.
- roiic: Reported borrowing balances are unavailable in the extracted statements for this period.
- roe: The reported inputs required for this metric are unavailable in the extracted statements for this period.
- roic_wacc: Reported borrowing balances are unavailable in the extracted statements for this period.
- roic: Operating income is unavailable in the extracted statements for this period.
- roiic: Operating income is unavailable in the extracted statements for this period.
- roic_wacc: Operating income is unavailable in the extracted statements for this period.

WACC scenario: 7.7%. Default: 7.7% (US nonfinancial market · generic proxy). [NYU Stern · January 2026](https://pages.stern.nyu.edu/~adamodar/New_Home_Page/datafile/wacc.html).

## Sources

- [sec-0001001085-7fc2b1cb00ab](https://data.sec.gov/api/xbrl/companyfacts/CIK0001001085.json) · Retrieved 2026-09-28T07:37:41.538Z · SHA-256 7fc2b1cb00ab42b7bc20039a32d63e87317cfae7a314ac24d87fa0fff4ff3f00
- [filing-e6a18522b6cb3439](https://www.sec.gov/Archives/edgar/data/1001085/000100108526000021/bn-20260630.htm) · Retrieved 2026-09-28T01:39:58.596Z · SHA-256 e6a18522b6cb3439e804b2877cf5c6f4ed72f20de003ffde025643ad6f6ef6e3
- [inline-0001001085-0be3defab711](https://www.sec.gov/Archives/edgar/data/1001085/000100108526000006/bn-20251231_d2.htm) · Retrieved 2026-10-17T21:26:57.840Z · SHA-256 0be3defab71118319a9f041c42a3a1737ebb3475cb2044a267a1c6bd0f43bcd1
- [inline-0001001085-540100e05ea1](https://www.sec.gov/Archives/edgar/data/1001085/000100108524000007/bn-20231231_d2.htm) · Retrieved 2026-10-18T12:06:16.041Z · SHA-256 540100e05ea124dda54e243c41107a83ec3ba2f5f124efb299a1d5030895bb7f
- [inline-0001001085-36a4b52f2cea](https://www.sec.gov/Archives/edgar/data/1001085/000100108526000006/bn-20251231.htm) · Retrieved 2026-10-17T21:26:57.840Z · SHA-256 36a4b52f2ceaa72b373c5aa8cc071f8def0a2e4970705e2e2960a09bad535c6b
- [inline-0001001085-b66085e15df5](https://www.sec.gov/Archives/edgar/data/1001085/000100108524000007/bn-20231231.htm) · Retrieved 2026-10-18T12:06:16.041Z · SHA-256 b66085e15df596b08cfb80e58bbac8150296f63f573c520fee2775f9f28e69f4

## Data conventions

- Null means an unavailable input or undefined calculation, never zero. Values are unrounded; money and shares are in millions unless a column states otherwise.
- Fiscal periods use actual reporting start/end dates. Annual reported values are not constructed by adding quarterly EPS or weighted share counts. Partial years are labelled.
- FCF uses operating cash flow minus reported cash capital investment, preferring PPE purchases. The productive-assets fallback can also include software and intangibles. Acquisitions and noncash leases are excluded. Deduct SBC is an optional economic-cost scenario; missing SBC remains unavailable.
- SBC / FCF and SBC / OCF compare amounts from the same fiscal period. SBC / FCF always uses FCF before SBC deduction; nonpositive denominators are undefined and values above 100% remain valid.
- Capital allocation percentages describe available tracked cash uses, not all company spending or a fraction of OCF. Missing categories remain null, negative payments are excluded and SBC is noncash. Annual shares use reported annual amounts.
- Valuation uses completed, split-adjusted closes without dividend adjustment and a complete trailing year. Financial bases become eligible after publication; selected facts can contain later restatements. This is not a vintage-filings backtest.
- Mean and median use all valid observations in the selected date range before pagination. Historical pricing labels compare the latest positive value with its own median and do not estimate intrinsic fair value.
- Reporting currencies are retained without conversion. USD market capitalization, where available, is a separate dated Nasdaq snapshot.
- WACC is an editable US industry scenario across history, not a historical company cost of capital. Industry exclusions, missing inputs and pending filings remain explicit.